BARIX vs. WWNPX
Compare and contrast key facts about Baron Asset Fund Institutional Class (BARIX) and Kinetics Paradigm Fund (WWNPX).
BARIX is managed by Baron Capital Group. It was launched on May 29, 2009. WWNPX is managed by Kinetics. It was launched on Dec 31, 1999.
Performance
BARIX vs. WWNPX - Performance Comparison
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BARIX vs. WWNPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BARIX Baron Asset Fund Institutional Class | -9.30% | 8.17% | 10.64% | 17.36% | -25.87% | 14.17% | 33.32% | 37.98% | 0.13% | 26.55% |
WWNPX Kinetics Paradigm Fund | 36.66% | -14.61% | 88.34% | -16.97% | 29.18% | 38.14% | 3.38% | 30.47% | -5.24% | 28.41% |
Returns By Period
In the year-to-date period, BARIX achieves a -9.30% return, which is significantly lower than WWNPX's 36.66% return. Over the past 10 years, BARIX has underperformed WWNPX with an annualized return of 10.43%, while WWNPX has yielded a comparatively higher 20.54% annualized return.
BARIX
- 1D
- 0.01%
- 1M
- -7.56%
- YTD
- -9.30%
- 6M
- -2.18%
- 1Y
- 1.03%
- 3Y*
- 6.54%
- 5Y*
- 1.73%
- 10Y*
- 10.43%
WWNPX
- 1D
- -6.34%
- 1M
- -9.27%
- YTD
- 36.66%
- 6M
- 24.06%
- 1Y
- 3.73%
- 3Y*
- 30.25%
- 5Y*
- 16.10%
- 10Y*
- 20.54%
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BARIX vs. WWNPX - Expense Ratio Comparison
BARIX has a 1.03% expense ratio, which is lower than WWNPX's 1.64% expense ratio.
Return for Risk
BARIX vs. WWNPX — Risk / Return Rank
BARIX
WWNPX
BARIX vs. WWNPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Asset Fund Institutional Class (BARIX) and Kinetics Paradigm Fund (WWNPX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BARIX | WWNPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.14 | 0.13 | 0.00 |
Sortino ratioReturn per unit of downside risk | 0.36 | 0.45 | -0.09 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.06 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.09 | 0.07 | +0.02 |
Martin ratioReturn relative to average drawdown | 0.23 | 0.12 | +0.11 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BARIX | WWNPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.14 | 0.13 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | 0.50 | -0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.73 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.55 | +0.09 |
Correlation
The correlation between BARIX and WWNPX is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BARIX vs. WWNPX - Dividend Comparison
BARIX's dividend yield for the trailing twelve months is around 11.67%, more than WWNPX's 6.01% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BARIX Baron Asset Fund Institutional Class | 11.67% | 10.59% | 17.88% | 3.28% | 0.01% | 7.26% | 2.92% | 1.70% | 7.14% | 7.01% | 4.74% | 11.23% |
WWNPX Kinetics Paradigm Fund | 6.01% | 8.21% | 2.95% | 5.65% | 2.00% | 1.67% | 2.15% | 1.00% | 10.44% | 0.00% | 0.00% | 0.00% |
Drawdowns
BARIX vs. WWNPX - Drawdown Comparison
The maximum BARIX drawdown since its inception was -37.44%, smaller than the maximum WWNPX drawdown of -67.87%. Use the drawdown chart below to compare losses from any high point for BARIX and WWNPX.
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Drawdown Indicators
| BARIX | WWNPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.44% | -67.87% | +30.43% |
Max Drawdown (1Y)Largest decline over 1 year | -11.12% | -32.61% | +21.49% |
Max Drawdown (5Y)Largest decline over 5 years | -37.44% | -41.13% | +3.69% |
Max Drawdown (10Y)Largest decline over 10 years | -37.44% | -43.51% | +6.07% |
Current DrawdownCurrent decline from peak | -10.67% | -17.17% | +6.50% |
Average DrawdownAverage peak-to-trough decline | -6.74% | -13.85% | +7.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.37% | 20.15% | -15.78% |
Volatility
BARIX vs. WWNPX - Volatility Comparison
The current volatility for Baron Asset Fund Institutional Class (BARIX) is 3.35%, while Kinetics Paradigm Fund (WWNPX) has a volatility of 9.21%. This indicates that BARIX experiences smaller price fluctuations and is considered to be less risky than WWNPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BARIX | WWNPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.35% | 9.21% | -5.86% |
Volatility (6M)Calculated over the trailing 6-month period | 11.71% | 24.60% | -12.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.99% | 36.52% | -17.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.65% | 32.56% | -12.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.83% | 28.17% | -8.34% |